After you’ve been managing money for almost 3 decades across a variety of settings like I have, you’ve pretty much seen it all. The prophetic money managers who claim to have found the next “sure thing”. The financial products full of high commissions and hidden fees. The retirees receiving (in fact, paying for) poor advice about how to position their portfolios. The sweeping number of advisors who are not required to act in a fiduciary capacity; they are merely required to select investments that meet a general “suitability” standard for the client.
My frustration as an onlooker to these predatory practices peaked in the aftermath of the recent Great Recession, so I decided enough was enough. It was time to take action. I founded OnCenter Financial Advisors to provide high quality, honest and client-centric retirement and investment advice. As a boutique firm, we have no in-house, proprietary products to push. Our mission is to provide you with a truly impartial alternative to the commission-driven, high embedded fee investment advice I’ve seen become commonplace.
Throughout my career, I have studied many phenomenal investors. There are a handful that have deeply inspired me, such as
Ben Graham (a fund manager and professor at Columbia Business School)Warren Buffet (CEO of Berkshire Hathaway)
David Swenson (CIO of the Yale Endowment)
John Bogle (Founder of Vanguard Investments)
In addition to great investment track records, these investing legends all have something else in common: an unshakeable, uncompromising sense of ethics. This was the model I founded OnCenter to emulate. Our retirement planning and investment advisory process, therefore, was designed to be extremely effective but surprisingly simple – no tricks or fancy jargon, just results and honest advice, without any pyramid schemes, conflicts of interest, commissions or high expense fees. There is only one goal – to maximize your wealth.